Member CARE Rep III

WeStreet; Tulsa (OK); On-site; USD 36,000 - 56,000; Full time

Job summary

WeStreet in Tulsa, OK is seeking a member service professional to open new accounts, assist with loan applications and provide tailored financial solutions using consultative selling techniques.

You will handle questions about IRAs, Certificates and Trust Funds, stay current on lending products, and assist members while mentoring peers and maintaining high service standards. This role emphasizes compliance and achieving performance goals.

Qualifications

• High School diploma or better required.
• At least 3 years related work experience in a professional business environment.
• Financial institution experience preferred.

Responsibilities

• Open new membership accounts and process account modifications.
• Assist members with financial needs using consultative selling; refer sales to specialists.
• Process loan applications (signature, vehicle, credit card) via online or phone.
• Answer questions on IRAs, Certificates and Trust Funds.
• Read and interpret credit reports and stay current on lending products.
• Make outbound sales calls to inform members about financial services.
• Mentor peers and check their work for accuracy.
• Handle escalated calls and follow-ups; meet performance and quality goals.
• Comply with BSA, Patriot Act, and OFAC regulations.
• Perform other duties as assigned.
• Answer calls promptly and resolve inquiries about balances, transfers, wires, checks, and debit/ATM processing.

Skills

Sales

Customer service

Communication

Teamwork

Education

High School or better

Job description

• Open new membership accounts. Make member directed modifications to accounts.
• Using consultative selling techniques, analyzes and provides solutions for members’ financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
• Process signature, vehicle, and credit card loan applications via online avenue or over the phone
• Address questions related to IRAs, Certificates and Trust Funds
• Keep up to date on all consumer lending products (including some equity) including experience with reading, understanding, and interpreting credit reports.
• Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
• Demonstrate progressive job knowledge with the ability to successfully mentor peers.
• Check the work of peers for accuracy and communicate any corrections needed in a positive and professional manner.
• Handle escalated calls and follow-ups as required.
• Achieve and maintain all required performance goals and quality measurements.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Performs other duties as assigned.
• Answer phone calls in a timely and professional manner.
• Provide resolution to member inquiries regarding account activity and balances, transfer funds between accounts, wire transfers, stop payments, order checks, process checks by phone and debit/ATM card processing.

Qualifications

Behaviors

Thought Provoking

Capable of making others think deeply on a subject

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Team Player

Works well as a member of a group

Education

High School or better.

Experience

3 years

Related work experience required in a professional business environment, with financial institution experience preferred.

Equal Opportunity Employer
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